LifeMAP User Guide
Contents
1. Business Intelligence Centre Screen Snapshot The Business Intelligence Centre screen provides links to individual e client e policy and representative information It also supplies you with reports sales tools and forms administrative contact information compensation schedules training and development information includes this user manual See the screen sample below GER RBC eee Insurance Sign Out RBG Insurance Business Intelligence Centre Client Find Policy Inquiry Franchise Inquiry Representative Look Up Reports Compensation Training amp Development Sales Tools Forms Quick Links About RBC Insurance Contact Us Sales Resource Centre RBC Insurance Services Inc 1997 2006 ContactUs Legal Terms Fran ais Welcome to the RBC Insurance For Insurance Representatives This is a secure website that allows authorized Life and Long wv Take Action Term Care insurance representatives to access client policy Change Password and other confidential business information to serve their clients For more information please Contact Us What s New Take the quick site tour rbcinsurance com businessintelligencecentre is operated by RBC Insurance Services Inc In addition you can e change your password and e change the language on the interface RBC Life Insurance August 2006 Continued on next page Compliments and Complaints Und2. gt to expand the hierarchy of the current level and view the level below it screen Click on the underlined name of any level to go to the connected Representative Details RBC Life Insurance Company 21 August 2006 Navigating The Hierarchy Cont Click on the underlined name of the desired level to open the corresponding Representative Information screen The following information is shown Hierarchy path for the given level Representative Reports showing if there are any outstanding items Contact information including address and phone numbers and Sales representative details if applicable Signing representative details if applicable See screen sample below Representative Look Up Representative Information wv Take Action Find a Representative XX99A Distribution Partner Inc XX11B Associate Brokerage Inc Representative Details Representative Name Associate Brokerage Inc Status ACTIVE Representative Number ASSOCBR Email Address N A Routing Path XX11B Mail to N A Cheque Name Language Preference N A Contract Date O01 Jan 1900 Mailing Preference N A Date Terminated Payment Status NOPAY Representative Reports There are currently no clients with outstanding requirements Contact Information 3 Click on the downward arrow beside the name of the level at the top of the screen to go back to the original hierarchy screen information Click on the Print link at
3. Continued on next page RBC Life Insurance Company 15 August 2006 Client Find Continued Find Client Search Results 53 Print Page 1 of 18 Nexti gt 1 2 2 4 5 6 Z 8 3 Last Name First Name Policy Type Relationship Adam M 123456 T10 Payor JOHN 112233 TS Owner MICHEAL JAMES 445566 T10 Owner Note Search results are dependent on the representative number entered when you logged on to Business Intelligence Centre Therefore only the names of clients associated with the specified representative number will be listed Select and click the appropriate Client Name link from the list provided Result The Client Details and Policies screen appears displaying detailed information for the selected client See the screen sample below Client Details and Policies E Print Personal Information Name ADAM SMITH Gender Male Date of Birth 07 Feb 1973 Language English Smoker Status Non Smoker Current Address Type Address Country NA CA RR 8 KINGSTON ON XXX XXX Policies Number Client Name Relationship 123456 J F SMITH Owner Adam T Payor back to top A Continued on next page RBC Life Insurance Company 16 August 2006 Client Find Continued Optional Select and click the appropriate Policy Number from the list provided Result The Policy Details screen appears displaying detailed information for the selected client and policy See the screen sample below icy Inquiry Polic
4. Click the Change Password link located under the Take Action heading on the Right Navigation bar Result The Change Password screen appears See the screen sample below Change Password WW Change Your Password 6 10 characters Drees Current Password E Maw Dnsesurpord DC Belated Links Confirm New Password ti adei na Note If you wish to cancel this procedure at anytime click the Cancel button Enter your old password in the Current Password field Enter your new password in the New Password field 4 Re enter your new password in the Confirm New Password field The password you create e must be between six and ten characters in length e may consist of a combination of both letters and numbers alphanumeric and e cannot be the same as any of the twelve previous passwords you have used Click the Change Password button to change your password Note If a mistake was made you will receive the following error message Error in password update Current password incorrect or new password one of past 12 Continued on next page page RBC Life Insurance Company 12 August 2006 Changing Your Password Cont Troubleshooting Listed below are some simple solutions to problems that you may encounter when logging on Forgot your password Contact e the office that set up your account or e Business Intelligence Centre assistance at Local 905 606 1264 toll free 1 800 669 1936 ext 61264 e mail Src Nationaloffice roc com
5. Note If you are logging on to BIC for the first time a Login screen appears prompting you to change your password IF you are logging on to BIC for the first time Enter the password you have created your new password in the New Password field within the Login screen The password you create e must be between six and ten characters in length e may consist of a combination of both letters and numbers alphanumeric and e cannot be the same as any of the twelve previous passwords you have used Note If a previous password is accidentally used you will receive the following error message Error in password update Current password incorrect or new password one of past 12 Re enter your new password in the Confirm New Password field See the screen sample below RBC Insurance Business Intelligence Centre Sign In Your password has expired Please select a new one 9 character minimum Agency Code 170000 User ID ELSWORKA aR ROR oR SE SE oo OK ok Password New Password Confirm Password Change Password 7 Click the Change Password button to change your password Result The Business Intelligence Centre homepage appears RBC Life Insurance Company 14 August 2006 Changing Your Password Snapshot Changing Your For security reasons you are required to change your password every 90 days To change your password before the 90 day period expires follow the steps listed below Password Sep Action
6. e new business report for the representative logged In outstanding requirements and which requirements have changed since last logged in Allows you to view detailed information about your compensation by product and length of aging policy Allows you to view related training and development material and provides access to reference guides system amp process guides and useful application job aids Business Intelligence Centre Screen Cont Screen contents The Business Intelligence Centre screen contains the following sections Sales Tools Provides links to Allows you to generate a report to view e client listing all clients listed by representative code e expiry renewal e all clients with policies up for expiry renewal or conversion conversion in the next 6 months reports Forms Provides links to Allows you to access detailed information on e contracting e obtaining an Independent Representative contract documents and forms with RBC Insurance Life Insurance Company and e transfer rules e how to transfer from one agency to another Quick Links Provides links to Allows easy access to useful web pages including about RBC Insurance e RBC Life Insurance Company information e contact us contact information for head offices What s New Provides links to Allows you to e new business and e view your new business received within the last 15 site tour days take a site tour to walk you through the key sections of the applicat
7. Company 27 August 2006 Requirements Report Cort Alternatively you can access this feature through the Representative Look Up screen also located on the Left Navigation bar See the screen sample below Representative Look Up bemum 3 characters mquaced far search Take Action If last name only has 2 characters first character of first name required Representative Number OR Represent otive Last Name First Mam H OR Agency Nama Note If you wish to cancel this procedure at anytime click the Cancel button This returns you to the Business Intelligence Centre homepage Enter the representative s e number in the Representative field or e agency branch or unit name in the Agency Name field or e lastname in the Representative Last Name field within the Representative Search screen Note A minimum of three characters is required for a representative search If the last name entered has only two characters the representative s first initial is also required Optional Enter the representative s first initial of first name in the First Initial field Note You do not have to enter a first initial to begin a search However the search process will take less time to execute if additional search criteria are entered RBC Life Insurance Company 28 August 2006 Requirements Report Cort 7 Click the Find button to begin the representative search Result The Representative Information sc
8. change the language on the interface allowing you to view the interface in e English or e French Note The default language is English Setting your In order to set your language preference language preference If required Click the Fran ais link located at the top right hand of the page Result The application converts to French language See the screen sample below Business Intelligence Centre bor Insurance Kepresentatives Note When you convert to French language or vice versa the application will automatically default to the Business Intelligence Centre homepage Logging Off Snapshot If you wish to log off from the Business Intelligence Centre at anytime click the Sign Out link located at the top left hand side of the screen This returns you to the Login screen Click the Close button located at the top right corner of the screen to close the application Note For security reasons the system will automatically log off after 30 minutes of inactivity RBC Life Insurance Company 14 August 2006 Business Intelligence Centre Inquiry Client Find Snapshot The Client Find feature allows you to view individual client records Viewing client To view information for a specific client follow the steps listed below information Click the Client Find link located on the Left Navigation bar Result The Search For A Client screen appears ee the screen sample below RBC Insurance Business In
9. up within the past fifteen days To access information for a specific policy in the listing click the Note You will only be able to view new business details for your own clients Representative 998822 You can also access this report through the Report link on the Left Navigation bar See page 21 of the Business Intelligence Centre User Guide for further instructions Continued on next page 8 Navigation Bar and What s New Cort Accessing The What s New section located on the welcome page provides an area for any new information that What s New has recently been added to the site which our Insurance Representatives should be aware of For example e New functionality e New section e New document Take The Quick Located under the What s New heading Take the quick site tour link is a user friendly presentation Site Tour that will highlight the key areas of the BIC application and help you navigate through the site RBC Life Insurance 9 August 2006 Accessing The Business Intelligence Centre Logging On Snapshot To access the system enter the following address e www rbcinsurance com businessintelligencecentre Result The Login screen appears In order to log on to the system you must have e a valid RBC representative number Advisor Code e an individual user ID and e a valid password Advisor Code The Advisor Code is a unique number It is the number used by RBC Insurance to identify you User ID
10. LSN 7 5 Local 905 606 1000 Related Links Toll Free 800 461 1413 Band Fax 905 813 4861 www advocis ca ICB d www Ich org Life and Long Term Care Million Dollar Round Table Meadowvale Office wwiw ondrt com 6880 Financial Drive West Tower 3rd Floor Mississauga Ontario LSN 7 5 Autorite www lautorite qc ca accueil en html Local 905 606 1000 IFIC Toll Free 866 235 4332 www ifie ca Fax 888 881 7712 MFDA www mfda ca Disability Income Critical Illness amp Group Burlington Office 1122 International Blvd Burlington Ontario L7R 4C1 To locate the appropriate regional office click on the corresponding link at the bottom of this page Result The detailed contact information for the selected office is displayed See screen sample below Contact your local Regional Office Western Region BC Prairie Region AB SK MB Central Region GTA amp Ontario Eastern Region C Atlantic RBC Life Insurance Company 39 August 2006
11. Mon i D Kain Bethe Lt ell onir be Generated when the fnaured namo rh el d Se Ceo 1 aboy Select the criteria by which you want to view your clients and click Submit Result The client listing details report for that Rep Code appears providing the following information Name of Policy Owner or Insured Date of Birth Address of Policy Owner or Insured Telephone Number Products Sold Policy Number Policy Status See screen sample below s Tools Client Listing Client Listing Report Details Convert this page to printable malling labels ware Formatted to standard Avery labels 05159 Page 1 of 96 Next gt 20 29 30 39 gt gt Policy Owner DOB Address Tel No Product Policy No Status Type 565656 900 SIMPSON Term 100 99887766 Inforce ONTARIO LTD 23 Mar 1973 Ts with Values THUNDER BAY ON 7878787 909 11TH AVE Renewable 55554444 Inforce ONTARIO INC 14Sep1967 THUNDER BAY Term 10 ON Click the Rep code Policy Number or Policy Owner links to view more specific details about this client Continued on next page RBC Life Insurance Company 33 August 2006 Client Listing Cont Optional Once your client list has been generated based on the criteria you selected you can convert that listing into a PDF document of already formatted mailing labels Just click on this icon seen on the page Note This feature can only convert one client listing page at atime If you have more that one pa
12. RBC Insurance Business Intelligence Centre User Guide Version 2 www rbcinsurance com businessintelligencecentre Get connected Table of Contents OVER VIG WW Ee TEE SEES ERE SEE SENE SEE SEE ESRB ES SEE ETS E SEERE REESE NS EET ESTERE SE SENER nave een area 3 Introduction to Business Intelligence Centre BIC 3 Business Intelligence Centre Layout 4 Business Intelligence Centre Gcreen am reen a ale en le el nere str N 5 Navigation Bar and What s N W ccccccccsssseceeeceeeeeeeeeeeeeeeeeeeseeeeeeeeeseaaeeeeeseeaeeeeeeeeaeeeeeseaseeeeesseaueeeeeeseaeeeeessagseeesssessaaneees 8 Accessing The Business Intelligence Centre css EEN 10 ES AGF e 10 Changing Your Password WEE 12 Changing Your Language Preterente EE 14 EOGI se EE 14 Business intelligence Centre e LE E 15 Ghent FINA BEE 15 Beiler leie UE 18 TAME HUIS NOUI EE 19 Representative Look Up Navigating The Hierarchy ccccccccsssccecsseeeeeseeeeeesseseeeseeeeeseeeseeeseeeeeessaeeeessaneeeeseeeeeesaeeeeas 21 Representative Look Up Search For A Specific Representative ccccccccsscscccccesseeceeecseeeeceeeseeeeeeeeseeeeeeesesseeseeessaeaess 23 NEW BUSINESS e Le RE 25 Regurements REDO EE 26 EES 30 Traning ANG OSV ClO me E 31 Sales Be Te CN 32 Tue LESUN EE 32 SNE E e ele e EE 35 geld E 37 QUITO d Tv 38 ABOUER E Hee er 38 SOMME BEE 39 RBC Life Insurance Company August 2006 Overview Introduction to Business Intelligence C
13. Search For A PARTEA ORA echter geltend Representative Cont Enter the representative s e number in the Representative Number field or e lastname in the Representative Last Name field or e agency branch or unit name in the Agency Name field within the Representative Look Up screen Note A minimum of three characters is required for a representative search If the last name entered has only two characters the representative s first initial is also required Optional Enter the representative s first initial of first name in the First Name field Note You do not have to enter a first initial to begin a search However the search process will take less time to execute if additional search criteria are entered Click the Find button to begin the representative search Result An alphabetical list of the first 50 representative names meeting the search criteria is displayed See the screen sample below ind a Representattv Representative Representative Status Routing Path DONALD SMITH 123456 Active XXOO PPQQ ELDON SMITH 445566 ege EE01 PP02 TEN Inactive XXXX LARA SMITH 998877 Select and click the appropriate representative name from the list provided Result The Representative Information screen appears displaying detailed information for the selected representative See the screen sample below e Look Up KEntgrnspntattve Dat alts RBC Life Insurance Company 24 August 2006 New Business Repo
14. This office will e verify your identity e reset your account if necessary and e give you a temporary password The temporary password will allow you to log on and change your password to one of your own choosing Available 8 00 am to 5 00 pm EST Monday to Friday Haven t changed your password within The system will 90 days or have not used BIC within d 7 90 days e eny you access an e prompt you to change your password Once your password has been changed you will be allowed access to the Business Intelligence Centre Enter an incorrect password three The system will consecutive times e deny you access and e deactivate your account Contact e the office that set up your account or e Business Intelligence Centre assistance at Local 905 606 1264 toll free 1 800 669 1936 ext 61264 e mail Src Nationaloffice rbc com This office will e verify your identity e reset your account and e give you a temporary password The temporary password will allow you to log on and change your password to one of your own choosing Are having technical difficulties with the contact the RBC Insurance Life Line Help Desk at WorldProtect system 905 606 1999 or e 1 800 669 1936 ext 61999 Available 8 30 am to 5 30 pm EST Monday to Friday RBC Life Insurance Company 13 August 2006 Changing Your Language Preference Snapshot The Business Intelligence Centre application provides you with the ability to
15. Your User ID is your personal identification within BIC It normally consists of e the first six letters of your last name fewer if your last name is less than six letters and e the first two letters of your first name Example John Smith would have a user ID of smithjo Password The password you create e must be between six and ten characters in length and e may consist of a combination of both letters and numbers alphanumeric The Password field is not case sensitive Note The first time you log on to BIC you will use a password that will be provided to you Logging on to BIC Once you have accessed the Login screen follow the steps listed below to access BIC Enter your advisor code in the Advisor Code also known as Representative Number field See the screen sample below RBC Insurance Business Intelligence Centre Sign In The RBC Insurance Business Intelligence Centre is a secure web based service that allows authorized Life and Living Benefits insurance representatives to access client policy and other confidential business information to serve their clients Agency Code User ID Password Fran ais Enter your user ID in the User ID field Continued on next page RBC Life Insurance Company 10 August 2006 Logging On Continued Enter your password in the Password field See the screen sample below Click the Sign In button Result The Business Intelligence Centre homepage appears
16. cessing To access this information follow the step listed below Training amp Development Step Action 1 Click the Training amp Development link located on the Left Navigation bar Result The Training amp Development listing appears displaying specific training amp development information as appropriate to you See the screen sample below RBC Insurance Business Intelligence Centre fe Find raining amp Development gt Policy Inquiry Franchise Inquiry Sa Training and Development Information Representative Look Up Reports Process and Systems Guides y Take Action Compensation Training amp BIC Online User Guide Change Password Development Sales Tools gt Forms Quick Links About RBC Insurance gt Contact Us Sales Resource Centre RBC Life Insurance Company 31 August 2006 Sales Tools Client Listing Snapshot The Sales Tools link provides you with access to your e Client Listing An alphabetical listing of all your clients entered within our system by representative code and e Renewal Expiry Conversion A listing of all your clients with policies up for renewal expiry or conversion within the next 6 months Accessing To access your client listing information follow the steps listed below client listing Click the Client Listing link located under Sales Tools on the Left Navigation bar Result The Client Listing screen appears requesting the repre
17. d non life products and fee and related activities See the screen sample below RBC Insurance Why RBC InsuranceR VY Take Action i Bi Change Password RBC Insurance through its operating entities provides a wide range of creditor life health travel home auto and reinsurance products to more than five million North American customers We are the largest Canadian bank owned insurance organization and one of the fastest growing insurance companies in the country RBC Insurance leads in the Canadian creditor individual living benefits and travel insurance markets and ranks sixth in new individual life insurance premiums in Canada We are also ranked 35th in Standard amp Poor s 2003 global top 40 reinsurance groups listing RBC Life Insurance Company 38 August 2006 Contact Us Snapshot The Contact Us link allows you to access detailed contact information about RBC Life Insurance Company regional offices Accessing To access this information follow the steps listed below Contact Us Click the Contact Us link located on the Left Navigation bar Result The Contact Information for Insurance Representatives general listing appears displaying specific contact information as appropriate to you See the screen sample below Contact Information for Insurance Representatives wv Take Action National Office Mailing Address 6880 Financial Drive West Tower 3rd Floor Change Password Mississauga Ontario
18. e below Sales Tools Renewal Expiry Conversion Policy Renewal Expiry Conversion C Pring Rep code 22456 Page 1 of 5 1 Policy Number 20002315544 Owner Information Name Address DOS 21 Coverage Information Insured ooo Product Face Amount enewal Cwpiry Conversion Type Date Date Date Lo bm jaa Term 20 20 000 00 Nipp AE Hay 2006 25 Mar Sp RBC Life Insurance Company 35 August 2006 Renewal Expiry RBC Life Insurance Company August 2006 Conversion Cort Click the Rep Code Policy Number or Policy Owner links to view more specific details about this client Optional Once your renewal expiry conversion listing has been generated you can convert that listing into a PDF document of already formatted mailing labels Just click on this icon seen on the page Convert this page to printable malling labels ji were Formatted to standard Avery labels 05159 NB This feature can only convert one client listing page at a time If you have more than one page of clients you will have to click the icon above for every page present 36 Snapshot Accessing contact information The Forms link allows you access to pertinent forms and information required to write business with RBC Life Insurance Company To access this information follow the steps listed below Click the Forms link located on the Left Navigation bar Result The Contracting Tools listing appears displaying the req
19. ed to view Navigating The The hierarchy is role based and will differ depending on the rank authority of the advisor code used Hierarchy to log on with Rules gt user may only view one level above their rank but will not be able to access details to the higher level gt A user can navigate to all levels below their rank and may view information for these levels gt user will always return to the original level connected to the advisor code they logged on with To navigate through the hierarchy to find representative information follow the steps listed below Click the Representative Look Up link located on the Left Navigation bar Result The Representative Information screen appears See the screen samples below RBC Insurance Business Intelligence Centre Client Find Policy Inquiry Franchise Inquiry Y Representative Look e Up EH wv Take Action Reports Find a Representative Compensation XX99A Disrtibution Partner Inc m XX11B Associate Brokerage Inc Training amp Development YYZZ3 Associate 2 Sales Tools ZZQQ9 Associate 3 gt Forms Quick Links About RBC Insurance gt Contact Us Sales Resource Centre Note If you wish to cancel this procedure at anytime click the Cancel button This returns you to the Business Intelligence Centre homepage Click on the downward arrow to go back one level and collapse levels below it Click on the right facing arrow
20. ee screen sample below Franchise Inquiry Franchise Number VETTS Franchise Name organ Dollar Store Report Highlights Updated 2006 00 03 14 PoiLd Cheat Name polly 8 Reletios shi Hissing Check Type Zbisamng Cleri Tepe rHisaung Client Type THaang Chee Trp I baue Dolar Store issing Client Type Select a Client Name or Policy Number from the list to view detailed client and policy information Or search for a Franchise by Franchise Number Enter the number of the Franchise being searched Click Find Results The Franchise Policy Details screen appears See screen sample below ranchise Inquiry CH Print Franchise Number 1672267222 Franchise Marne Haraatn Pollar Store Reporti Highlights Updated Cheat Hari Dargar Lat gipre Barga Dolar Herr Bargan Golar or Select a Client Name or Policy Number from the list to view detailed client and policy information RBC Life Insurance Company 20 August 2006 Representative Look Up Navigating The Hierarchy Snapshot The Representative Look Up screen allows you to gt Navigate through the representative hierarchy to find representative information and gt Search for a specific representative by name or advisor representative code Note The representative names that are shown in this list are dependent on the representative number entered during login You will only be able to view representative information that you are authoriz
21. ements changed up to a maximum of 15 days a Click the policy number to view details for that specific policy Continued on next page RBC Life Insurance Company 29 August 2006 Compensation Snapshot The Compensation link allows you to access detailed commission information for e Individual Life and Long Term Care products e Individual Disability Critical Illness and all Group products Accessing To access this information follow the step listed below compensation Click the Compensation link located on the Left Navigation bar Result The Compensation schedules appear displaying specific commission information by product and by length of aging policy See the screen samples below RBC Insurance Business Intelligence Centre Client Find Policy Inquiry Franchise Inquiry Representative Look Ur Compensation Information for Insurance Representatives Reports Compensation Independent Representative Comission Schedules wv Take Action Training amp Development Compensation Schedule Individual Disability Critical Illness and all Group Products Change Password Sales Tools gt Forms Quick Links About RBC Insurance Contact Us Sales Resource Centre RBC Life Insurance Company 30 August 2006 Training and Development Snapshot The Training and Development link if applicable allows you to view related training and development material and provide access to reference systems and process guides Ac
22. entre What is the Business The Business Intelligence Centre is an application developed by RBC Life Insurance Company Intelligence Centre lt was designed to provide you our RBC Life and Living Benefits Insurance Representatives with a Functionality Purpose of this manual Intended audience RBC Life Insurance August 2006 common interface where you may access valuable client policy representative product and company information that will allow you to provide the highest level of service to your clients RBC Life Insurance Company is committed to continually expanding customer service and satisfaction As a result of this commitment the Business Intelligence Centre functionality will be continuously updated and appropriate enhancements will be made This user guide was created in order to e introduce you to the Business Intelligence Centre application and e help familiarize you with the many important features available within the Business Intelligence Centre This manual was intended for use by RBC Life Insurance Company e Representatives e Distributors e Administrative Staff We welcome any e comments or e suggestions that will help strengthen our commitment to provide productive sales tools to assist you in meeting your customers needs Business Intelligence Centre Layout Snapshot Business Intelligence Centre screen Navigation bar Compliments and Complaints link Underwrit
23. epresentative ff field within the Requirements Report search screen See screen sample below Outstanding Requiranants Report View All Requirements for Den Hunter Submit Cancel RBC Life Insurance Company 26 August 2006 Requirements Report Cont Section 2 Requirements Changed by Date Enter the date to view which requirements have changed since you last logged in Select either all representatives or a specific rep number only Note you will only be able to access the representatives that you have authorization to view See the screen sample below Requirements Changed By Date view only the Requirements changed since Wednesday December 21 2005 DI for All Reps or Rep Number Cancel Result New or Changed Requirements Since date selected report for the representative number entered or for all representatives if that was the option selected appears See screen sample below Requirements New or Changed Requirements since Sunday December 18 2005 Page 1 of 1 Rep 123456 John Smith RBC Life Insurance Company Policy 123456789 Owner Judith Jones Proposed Life Requirement Special Current Date Date Insured Type Instructions Status Ordered Received Judith Jones Comparison NA Canceled 18 Dec 2005 N App disclosure statement Judith Jones EFT authorization if payoris not Ordered 18 Dec 2005 N App the insured Continued on the next page RBC Life Insurance
24. ers link Privacy link Legal Terms link Security link RBC Life Insurance August 2006 Within the Business Intelligence Centre you have access to three main areas e Business Intelligence Centre Inquiry e Reports e Sales Tools The Business Intelligence Centre inquiry screen always remains present in the left navigation bar of the application while you move around the site The Navigation bar is located to the left of the screen It provides links to various menu items within the two main screens Click a link to access the corresponding menu item The Compliments and Complaints link located at the bottom of your screen provides you with a detailed version on how to compliment our staff service or products or how to file a complaint The Underwriters link located at the bottom of your screen provides you with a list of underwriters covering our comprehensive range of insurance services The Privacy link located at the bottom of your screen provides you with a detailed version of the RBC Life Insurance Company s Privacy Code The Legal link located at the bottom of your screen provides you with legal information about Local Laws Export Control No Warranties Trade Marks and Copyrights Internet E mail No Endorsements No Liability Links Software Jurisdiction The Security link located at the bottom of your screen provides you with a detailed version of the RBC Life Insurance Company s Security Code
25. erwriters Privacy Legal Terms Security 5 Business Intelligence Centre Screen Cont Screen contents The Business Intelligence Centre screen contains the following sections Client Find Policy Inquiry Franchise Inquiry Representative Look Up Reports Compensation Training amp Development RBC Life Insurance August 2006 Provides a screen to e search for client information Provides a screen to e search fora policy Provides a screen to e search for a Franchise by Franchise name search for a Franchise by Franchise number Provides a screen to e view information for all reporting representatives e search for a specific representative by name or number Provides links to e new business e requirements reports Provides links to e Independent Rep Life amp LTC Commission schedule Individual DI Cl and Group Commission schedule Provides links to e sales tools and job aids processes and systems Allows you to search for detailed information about your clients by e client name e policy number or e company name Allows you to search for detailed information about a clients policy by e policy number Allows you to search for Guarantee Standard Issue by e franchise name or e franchise number Allows you to search for detailed information about a representative by representative number representative name or agency name Allows you to view
26. ge of clients you will have to click the icon above for every page present RBC Life Insurance Company 34 August 2006 Renewal Expiry Conversion Accessing To access your policy Renewal Expiry Conversion information follow the steps listed below Renewal Expiry Conversion 1 Click the Renewal Expiry Conversion link located under Sales Tools on the Left Navigation bar Result The Policy Renewal Expiry Conversion screen appears requesting the representative number of the clients you wish to view See the screen samples below RBC Insurance Business Intelligence Centre Client Find Policy Inquiry Franchise Inquiry Tools Representative Look Up Renewal Expiry Conversion gt Reports Compensation Policy Renewal Expiry Conversion Training amp Development Sales Tools Client Listing Inforce policies that have a Renewal Expiry or Conversion yRenewal Expiry date within the next 6 months Conversion Forms Representative No Quick Links About RBC Insurance Submit Cancel gt Contact Us Sales Resource Centre Note You will only be able to view the clients of the representative number you logged in with or those you have authorization to view 2 Enter the Representative Number you wish to view in the Representative No field Result Any policy that is up for renewal expiry or conversion within the next 6 months will appear See screen sampl
27. hise Representative Look Up gt Reports D 29 P V Take Action Compensation Change Password ae OR Training amp Development Sales Tools Franchise Number Forms Quick Links Find Cancel About RBC Insurance Contact Us Sales Resource Centre Note If you wish to cancel this procedure at anytime click the Cancel button This returns you to the Business Intelligence Centre homepage 2 Search for a Franchise by Franchise Name Enter the name of the Franchise being searched Click Find Result Client Details and Policy screen appears See the screen sample below Client Find PForsonal information PTs Date of Berth Snmcker Status Currant Address Type Addres NA LII Began War Teror n OH LAL 3 Malcie Policy Franchise Client Same Relationship Note If there is more than 1 GSI case for a single search then an intermediary search results page will appear before this Just click on the applicable franchise name from the list to view details Search results are dependent on the representative number entered when you logged on to the Business Intelligence Centre Therefore only policies associated with the specified representative number will be searched by the system RBC Life Insurance Company August 2006 19 Franchise Inquiry Cont Select the Franchise Number from the Franchise Number column Result The Franchise Policy Details screen appears S
28. ind button to begin the policy search Result Detailed policy information is displayed for the selected policy See the screen sample below Policy Details E Print Policy Number 123456 Report Highlights Updated Coverage Information Waiver Premium 1978 Termaflex 10 Year Renewable and Convertible Term for 4mount Band Land 2 50 000 to 999 999 1982 NA Owner Information ADAM SMITH Date of Birth 07 Feb 1973 Language English Smoker Status Non Smoker Default mailing address Name Gender Male Note Search results are dependent on the representative number entered when you logged on to the Business Intelligence Centre Therefore only policies associated with the specified representative number will be searched by the system RBC Life Insurance Company August 2006 18 Franchise Inquiry Snapshot The Franchise Inquiry feature allows a user to search for Guarantee Standard Issue GSI cases by Franchise Name or perform an inquiry by Franchise Number depending on the information you have available Viewing To view information for a specific franchise follow the steps listed below franchise information Click the Franchise Inquiry link located on the Left Navigation bar Result The Find a Franchise screen appears See the screen samples below RBC Insurance Business Intelligence Centre Franchise Inquiry Client Find Policy Inquiry Y Franchise Inquiry Find a Franc
29. ion Take Action Provides a link to Allows you to e Change Password e change your login password you log on with RBC Life Insurance 7 August 2006 Navigation Bar and What s New Accessing New Business listing RBC Life Insurance August 2006 NB RBC Insurance Business Intelligence Centre Client Find Policy Inquiry Franchise Inquiry Representative Look Up Reports Compensation Training amp Development Sales Tools Forms Quick Links gt About RBC Insurance Contact Us Sales Resource Centre See the following screen samples What s New Note All links are accessible from the vertical Navigation bar located to the left of the screen see Business Intelligence Centre Layout and the What s New section at the bottom of the screen You have New Business set up in the last 15 days Take the quick site tour policy number to view policy information or representative number to view individual representative information New Business New Business Report See the screen sample below New Business set up in the last 15 days Received Life Insured 23 Dec 2005 R U Insured 21 Dec 2005 Y J Smith 21 Dec 2005 John Doe Plan Type Policy Term 10 Renewable 11223344 and Convertible Destiny 98765432 The New Business listing located at the bottom of the Business Intelligence Centre homepage under What s New provides information for all new policies set
30. reen appears displaying detailed information for the selected representative See the screen sample below Representative Information CH Print Representative Details Representative Name John Smith Payment Status PAY Representative Number 123456 Status ACTIVE Routing Path XXOO MMPP Cheque Name Contract Date 20 Feb 2005 Date Terminated Representative Reports Outstanding Requirements Detailed listing of clients with outstanding requirements New Business set up in the last 15 days Received Life Insured Plan Type Policy Representative Number 22 Dec 2005 James Yee Term 100 998877665 654321 Click the Outstanding Requirements link located under the Representative Reports heading Result All policies arranged numerically from highest to lowest policy number that have outstanding requirements and where the individual representative is listed as the writing representative are displayed See the screen sample below Requirements New or Changed Requirements since Sunday December 18 2005 E Print Page 1 of 1 Rep 123456 John Smith RBC Life Insurance Company Policy 123456789 Owner Judith Jones Proposed Life Requirement Special Current Date Date Insured Type Instructions Status Ordered Received Judith Jones Comparison NA Canceled 18 Dec 2005 N App disclosure statement Judith Jones EFT authorization if payoris not Ordered 18 Dec 2005 N App the insured Note You can view requir
31. rt Snapshot The New Business Report link located under Reports on the left Navigation bar allows you to view e any new business that has been entered in the system within the past 15 days for the representative number you logged on with Viewing To view the New Business report follow the step listed below New Business Report Click the New Business link located under Reports on the Left Navigation bar Result The New Business Report screen appears Note If you wish to cancel this procedure at anytime click the Cancel button This returns you to the Business Intelligence Centre homepage See screen samples below RBC Insurance Business Intelligence Centre Client Find Policy Inquiry Franchise Inquiry i i New Business Representative Look Up Reports New Business Report New Business Requirements Compensation Training amp New Business set up in the last 15 days Development Received Life Insured Plan Type Policy Representative Sales Tools SS x R 23 Dec 2005 Nancy Cho Term 10 Renewable 123456789 123456 Forms and Convertible S 23 Dec 2005 Barbara Smith Term 20 Renewable 987654321 654321 Quick Links and Convertible About RBC Insurance Contact Us Sales Resource Centre Note Click on a Policy Number or Representative Number for a more detailed breakdown of the entry should you require it RBC Life Insurance Company 25 August 2006 Requirements Report Snapshot The Requirements Repo
32. rt link located on the left Navigation bar under Reports allows you to view any e Outstanding Policy Requirements relating to all or a specific representative for which you have authorization to view by date since you last logged in Viewing policy To view representative policies that have outstanding requirements follow the steps listed below requirements Click the Requirements link located under Reports on the Left Navigation bar Result The Requirements Report search screen appears Note If you wish to cancel this procedure at anytime click the Cancel button This returns you to the Business Intelligence Centre homepage See screen samples below RBC Insurance Business Intelligence Reports Centre SE AS HOH ONE Client Find Policy Inquiry Franchise Inquiry Select the Requirements Report you wish to view 4 Take action Representative Look hance Facer Up outstanding Requirements Report ww Reports iw A Reaquinaments for Sp Number gt New Business Requirements Subma Cancel Compensation _Subma Cancet Training amp Development Requirements Changed By Date Sales Tools VWirw only tht Regiments chanced sence Forms W doapzdev Lprcember 208 2005 Quick Links for E ap pop RK About RBC Insurance Contact Us Sibna Cancal Sales Resource Centre Select the requirements you wish to view Section 1 Outstanding Requirements Report Enter the representative number in the R
33. sentative number of the clients you wish to view See the screen samples below RBC Insurance Business Intelligence Centre Client Find Policy Inquiry ae Franchise Inquiry odlesS Tools Representative Look Up Client Listing Reports Compensation BE S 8 gt Training amp Development Client Listing by Representative Sales Tools Client Listing Renewal Expiry Conversion Representative No Forms Quick Links Submit Cancel About RBC Insurance Contact Us Sales Resource Centre Note You will only be able to view the clients of the representative number you logged on with or those you have authorization to view Enter the Representative Number you wish to view in the Representative Nof field Result A search criteria is provided by Policy Owner vs Insured Name Product Type Policy Status Birthday Note Only the products sold by the Representative will appear in the Product Type selection window See screen sample on next page Continued on next page RBC Life Insurance Company 32 August 2006 Client Listing Cont Sales Tools ideni DEL Chent Lesing Report Optonms elect the client Infommation you wish to weer wi Take Aetion i banaa Piira View dient listing by E polisy wrar T iniurad name Product typo Wete For mu ple ealachone baid down the animal kep s i Ak h Bride pau wath to view Polloy status ALL Birthday Listing
34. telligence Client Find Centre Client Find rch for a Client gt Policy Inquiry gt Franchise Inquiry Minimum 3 characters required for search V Take Action If last name only has 2 characters first character of first gt Representative Look Up name required Change Password Reports i Client Last Name Compensation First Name gt Training amp Development Bio iia Sales Tools Forms OR Quick Links Policy Number OR 2 About RBC Insurance Company Name i gt Contact Us Sales Resource Centre Find Cancel Note If you wish to cancel this procedure at anytime click the Cancel button This returns you to the Business Intelligence Centre homepage Search for a client by Name Date of Birth Policy Number or Company Name depending on the information you have available The more information that is entered the narrower the search results will be NOTE The Company Name field can be used for searching corporate owned policies Optional Enter the client s first initial of first name in the First Name field Note You do not have to enter a first initial to begin a search However the search process will take less time to execute if additional search criteria are entered Click the Find button to begin the client search Result An alphabetically arranged list meeting the search criteria is displayed If there are many results more than one page of results will be returned See screen sample on next page
35. the top of any screen to print a hard copy of the displayed RBC Life Insurance Company 22 August 2006 Representative Look Up Search For A Specific Representative Viewing To view information for a specific representative follow the steps listed below representative information Click the Representative Look Up link located on the Left Navigation bar Result The Representative Information screen appears See the screen samples below RBC Insurance Business Intelligence Centre 1 Client Find Policy Inquiry gt Franchise Inquiry Representative Information Y Representative Look Up E Print wv Take Action Reports Find a Representative Compensation XX99A Disrtibution Partner Inc gt Training amp Development XXLLB Associate Brokerage Inc YYZZ3 Associate 2 Sales Tools Forms Quick Links gt About RBC Insurance Contact Us E Sales Resource Centre Click the Find A Representative link located under Take Action on the Right Navigation bar Result The Find A Representative screen appears See the screen samples below gt presentative Look Up Find a Representative Minimum 3 characters required for search wv Take Action If last name only has 2 characters first character of first name required Change Password Representative Number OR Representative Last Name First Name OR Agency Name Fina Cancel RBC Life Insurance Company 23 August 2006
36. uired documents needed to write business with RBC Life Insurance Company See the screen samples below RBC Insurance Business Intelligence Centre Client Find Policy Inquiry Franchise Inquiry Representative Look Up Reports Compensation Training amp Development Sales Tools Y Forms Quick Links gt About RBC Insurance Contact Us Sales Resource Centre Contracting Tools Contracting Documents amp Forms Independent Representative Agreement Application for Agreement and or License Sponsorship Direct Deposit Form amp Yoid Cheque Compensation Administrative Form If Applicable Bonus Instruction Amendment for Managing General Agents Contracting Instructions Transfer Rules Request to Transfer Note All applications marketing material order forms and other related forms are located on the Sales Resource Centre which can be immediately accessed by clicking the Sales Resource Centre link on the left Navigation bar under Quick Links RBC Life Insurance Company August 2006 37 Quick Links About RBC Insurance Snapshot The About RBC Insurance link allows you to access detailed information about RBC Life Insurance Company Accessing About To access this information follow the step listed below RBC Insurance information Click the About RBC Insurance link located on the Left Navigation bar Result The About RBC Insurance page appears displaying detailed company information on life an
37. y Details E Print Policy Number 123456 Report Highlights Updated Coverage Information Waiver Premium 1978 Termaflex 10 Year Renewable and Convertible Term for Amount Band land 2 50 000 to 999 999 1982 NA Owner Information ADAM SMITH Date of Birth 07 Feb 1973 Language English Smoker Status Non Smoker Default mailing address Name Gender Male RBC Life Insurance Company 17 August 2006 Policy Inquiry Snapshot Viewing policy information The Policy Inquiry feature allows you to access client policy details To view information for a specific policy follow the steps listed below Step Action 1 Click the Policy Inquiry link located on the Left Navigation bar Result The Find a Policy screen appears See the screen samples below RBC Insurance Business Intelligence Centre Inquiry Client Find Policy Inquiry Find a Policy Franchise Inquiry Representative Look Up V Take Action Policy Number Reports Change Password gt Compensation Find Cancel gt gt gt Training amp Development Sales Tools Forms Quick Links About RBC Insurance Contact Us Sales Resource Centre Note If you wish to cancel this procedure at anytime click the Cancel button This returns you to the Business Intelligence Centre homepage 2 Enter the policy number in the Policy Number field located within the Policy Inquiry screen 3 Click the F
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